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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Prism Advisors
California
$819K -$21K -153 -3%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$811K -$26K -190 -3%
HAP
278
Harbor Asset Planning
Massachusetts
$810K +$1.51K +11 +0.2%
MT
279
Midwest Trust
Kansas
$805K -$77.2K -563 -9%
LNB
280
Ledyard National Bank
$795K
EW
281
Elyxium Wealth
California
$793K -$94.4K -689 -11%
LIA
282
LifePlan Investment Advisors
North Carolina
$788K -$67.2K -490 -8%
Renaissance Technologies
283
Renaissance Technologies
New York
$783K +$754K +5,500 New
CPC
284
Cadia Private Client
New Jersey
$775K +$1.37K +10 +0.2%
Members Trust
285
Members Trust
Florida
$762K
RFP
286
RCS Financial Planning
Maryland
$758K -$37.6K -274 -5%
BF
287
Brooklyn FI
New York
$757K
PIA
288
Perennial Investment Advisors
California
$755K +$65.6K +479 +10%
RW
289
Rede Wealth
Virginia
$751K -$69.6K -508 -9%
AFG
290
Atomi Financial Group
New York
$749K -$2.33K -17 -0.3%
FF
291
Finley Financial
Nevada
$749K -$4.11K -30 -0.6%
MIA
292
Milestone Investment Advisors
Wisconsin
$746K +$74.4K +543 +12%
KCM
293
Kathmere Capital Management
Pennsylvania
$746K
JWBC
294
J.W. Burns & Co
New York
$738K +$4.8K +35 +0.7%
SAM
295
S.A. Mason
Michigan
$734K +$548 +4 +0.1%
MBT
296
Montecito Bank & Trust
California
$726K -$68.5K -500 -9%
NG
297
Navigation Group
California
$725K -$137 -1 -0%
WAM
298
WNY Asset Management
New York
$721K -$41.1K -300 -6%
MFIM
299
Mesirow Financial Investment Management
Illinois
$717K -$1.37K -10 -0.2%
SPC
300
Sigma Planning Corp
Michigan
$714K -$201K -1,466 -23%